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Norwood Financial Corp
NWFL

20 hedge funds and large institutions have $12.7M invested in Norwood Financial Corp in 2014 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 4 increasing their positions, 4 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

34% more capital invested

Capital invested by funds: $9.5M → $12.7M (+$3.25M)

11% more funds holding

Funds holding: 18 → 20 (+2)

0% more repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 4

Holders
20
Holders Change
+2
Holders Change %
+11.11%
% of All Funds
0.57%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
4
Reduced
4
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
+$110K
2
PFSC
Peoples Financial Services Corp
Pennsylvania
+$46K
3
U
UBS
Switzerland
+$43.3K
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$31.6K
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$27.7K

Top Sellers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
-$219K
2
Northern Trust
Northern Trust
Illinois
-$4.72K
3
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$2.36K
4
TRCT
Tower Research Capital (TRC)
New York
-$230
Name Holding Trade Value Shares
Change 		Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$3.67M +$110K +5,714 +3%
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$3.13M – – –
Wellington Management Group
3
Wellington Management Group
Massachusetts
$1.93M -$219K -11,426 -10%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$794K +$27.7K +1,444 +4%
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$573K – – –
Vanguard Group
6
Vanguard Group
Pennsylvania
$460K – – –
PFSC
7
Peoples Financial Services Corp
Pennsylvania
$415K +$46K +2,398 +12%
MA
8
Minerva Advisors
Pennsylvania
$414K – – –
CNC
9
Citizens & Northern Corp
Pennsylvania
$325K – – –
BIT
10
BlackRock Institutional Trust
California
$318K – – –
Northern Trust
11
Northern Trust
Illinois
$303K -$4.72K -246 -2%
Morgan Stanley
12
Morgan Stanley
New York
$172K – – –
U
13
UBS
Switzerland
$121K +$43.3K +2,256 +55%
CFS
14
Community Financial System
New York
$43K – – –
Northwestern Mutual Wealth Management
15
Northwestern Mutual Wealth Management
Wisconsin
$31K +$31.6K +1,650 New
BA
16
BlackRock Advisors
Delaware
$24K – – –
Manulife (Manufacturers Life Insurance)
17
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$9K -$2.36K -123 -21%
TRCT
18
Tower Research Capital (TRC)
New York
$8K -$230 -12 -3%
GSC
19
Ground Swell Capital
South Carolina
$8K +$8.23K +429 New

NWFL Hedge Fund Activity: Q2 2014 in Review

20 of the 3,481 institutional investors tracked by Wall St. Rank reported a position in Norwood Financial Corp (NWFL) for Q2 2014, worth a combined $12.7M — up 34% from $9.5M a quarter earlier.

Buyers outnumbered sellers: 2 funds opened new NWFL positions and 0 closed out — a net gain of 2 holders — while 4 added to existing stakes and 4 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $110K. The largest seller was Wellington Management Group, cutting an estimated $219K.

  • 20 institutional investors held Norwood Financial Corp (NWFL) as of Q2 2014, up from 18 in Q1 2014.
  • Funds reported $12.7M of Norwood Financial Corp stock for Q2 2014, up 34% quarter-over-quarter.
  • 2 funds opened new Norwood Financial Corp positions in Q2 2014 and 0 closed out, a net change of +2 holders.
  • The largest Norwood Financial Corp buyer in Q2 2014 was Fidelity Investments, an estimated $110K added.
  • The largest Norwood Financial Corp seller in Q2 2014 was Wellington Management Group, an estimated $219K sold.

Based on aggregated 13F filings for Q2 2014.